AGF Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
3,927
+22
| +0.6% | +$1.49K | ﹤0.01% | 609 |
|
|
2025
Q1 | $212K | Sell |
3,905
-785
| -17% | -$42.6K | ﹤0.01% | 649 |
|
|
2024
Q4 | $399K | Buy |
+4,690
| New | +$399K | ﹤0.01% | 654 |
|
|
2024
Q3 | – | Sell |
-8,729
| Closed | -$563K | – | 725 |
|
|
2024
Q2 | $563K | Hold |
8,729
| – | – | ﹤0.01% | 621 |
|
|
2024
Q1 | $738K | Buy |
+8,729
| New | +$738K | ﹤0.01% | 600 |
|
|
2023
Q4 | – | Sell |
-6,508
| Closed | -$288K | – | 803 |
|
|
2023
Q3 | $288K | Buy |
+6,508
| New | +$288K | ﹤0.01% | 695 |
|